See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,408 | $27,915+98.5% | $58,482-5.3% | $75,163-26.3% |
| Participation rate | 42.9% | 38.8%+4.0pp | 50.9%-8.0pp | 67.2%-24.3pp |
| Annual return | 23.77% | 44.20%-20.4pp | 4239.32%-4215.5pp | 160.62%-136.8pp |
| Employer contribution / active EE | $1,395 | $669+108.5% | $1,053+32.4% | $2,670-47.8% |
| Participant deferral / active EE | $1,830 | $1,201+52.4% | $1,924-4.9% | $4,125-55.6% |
| Admin fee / account holder | $4,316 | $1,726+150.1% | $2,516+71.6% | $5,651-23.6% |